Under the hood
The technology serves the workflow.
BizDai uses Make.com to coordinate the agreed process across the client's tools. The AI, CRM, data sources and execution systems are selected around the workflow and client requirements.
Orchestration
Make.com coordinates triggers, information, rules and next actions across the connected systems.
AI and research
Approved models and data services support tasks such as research, classification and drafting where useful.
CRM and operating tools
The client's existing records, inboxes, documents and other compatible systems support the workflow and its handovers.
Approvals and visibility
The implementation defines what happens automatically, what requires review and where activity and outcomes are recorded.
Operations
The BizDai team monitors the agreed workflow and works with the client on fixes and improvements.
The stack may differ between clients. The commercial objective, responsibilities and controls should always be clear.